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中信证券-赣锋锂业(002460)深度跟踪报告:业绩增长符合预期,锂业龙头一体化成型-230410

我们预计公司锂资源自给率提高将带动锂盐生产成本下降,公司盈利水平有望在锂价下行周期中维持稳定,锂电一体化布局成型将打开公司成长空间。但考虑到锂价调整幅度较大,调整2023-2024年公司归母净利润预测分别为143.69/146.52亿元,新增25年归母净利润预测为159.03亿元。给予公司2023年2.9倍 PB估值,对应目标价为82元/股,维持“买入”评级。 公司2022年业绩符合预告指引,锂产

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